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Financial service representative
F&M Trust Newville, PA
$44k-59k (estimate)
Full Time 2 Weeks Ago
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F&M Trust is Hiring a Financial service representative Near Newville, PA

ABOUT THE ROLE

F&M Trust is looking to hire a Lead Financial Services Representative (Lead FSR) to supervise a Financial Service Representative (FSR) who services customers of the bank at our Newville Office.

This individual will oversee the office operations and complete the duties that our highly trained FSR performs such as providing exceptional customer service, performing a wide array of transactions, recommending bank products and services that will be of benefit to our customers, opening consumer accounts and serving as a back up to open business accounts, and engaging customers and prospects in the consumer lending process to include taking an application, conveying disclosures, and closing loans.

You'll advance your career in banking by gaining even more knowledge and skills that will enable you to open accounts and take consumer loan applications for customers.

This Lead FSR will work approximately 40 hours per week and receive a competitive wage and comprehensive benefits package.

BENEFITS INCLUDE

  • Medical, Dental, and Vision Insurance
  • Paid Time Off and 11 Paid Bank Holidays
  • 401(k) with up to a 6% Match
  • Paid Life Insurance, Short-term Disability, and Long-term Disability
  • Ongoing Training and Advancement Opportunities
  • And much more !

QUALIFICATIONS

  • High School diploma or equivalent
  • Desire to excel in a sales and service environment
  • Previous cash handling experience
  • Previous supervisory experience is preferred
  • Previous banking experience is strongly preferred
  • Positive and enthusiastic attitude
  • Outgoing personality
  • Detail oriented

COMPARABLE JOB TITLES

To help our job title resonate with you, other financial institutions may title their positions like one the following : lead universal teller, lead universal banker, universal banking supervisor, head teller, customer service representative, community banking associate supervisor, community banking supervisor, member services representative (MSR) supervisor, platform supervisor, personal banking supervisor, senior teller / CSR, retail banking supervisor, relationship banker, branch sales leader, branch operations supervisor, customer service supervisor, and branch banker.

F&M Trust is an Equal Opportunity Employer - M / F / Disability / Vet / SO

Job Posted by ApplicantPro

Last updated : 2024-04-27

Job Summary

JOB TYPE

Full Time

SALARY

$44k-59k (estimate)

POST DATE

04/28/2024

EXPIRATION DATE

05/03/2024

WEBSITE

f-mtrust.com

HEADQUARTERS

Shingle Springs, CA

SIZE

50 - 100

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If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

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Maintain comprehensive knowledge of all services and products and update all request on development needs.

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Provide efficient sales and services to customers and monitor sales for all referral objectives.

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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Service Representative jobs

Be very, very careful when selecting a financial services representative.

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Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

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Step 3: View the best colleges and universities for Financial Service Representative.

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